Meet The Professionals Who Will Help
Achieve Your Legacy
Specialized Teams Working Towards Your Goals
Retirement Income integration
In-depth retirement income projections, implementation and oversight.
Investment Management
Dedicated investment committee actively monitors client portfolio leveraging technology, tax-efficient investments and strategic rebalancing
Estate Planning Integration
Tax Planning Integration
Tax Attorneys and CPAs working side-by-side with investment advisors to coordinate tax targets and projections
Michael Warta
Founder
Michael grew up on a farm in the small town of Embarrass, Wisconsin along with his identical twin brother and 2 older sisters. He went on to complete his undergraduate degree at the University of Wisconsin -Stevens Point. While at UWSP Michael competed on the Track team where he became a 5-time NCAA All-American. After finishing his Bachelor of Science Degree He went on to earn his Masters degree at Lynchburg college in Lynchburg, Virginia.
Cory Spencer
Estate and legacy planning specialist
Cory grew up in Menasha, Wisconsin alongside his older brother and sister. Attended UW-La Crosse and UW-Oshkosh for his undergrad in Finance and Marketing. Later working as a paralegal with an estate planning firm. Working with Legacy Partners Group gives me the opportunity to work one on one with clients taking the “what if’s” out of estate planning. Creating a much smoother transition for families in what otherwise can be a stressful time.
Your Income
Retirement Team
The most important aspect of any retirement is your income plan.How much do you need to make it through, where will these dollars come from, and how much will you pay back to the government in tax. At Legacy Partners Group we specialize in holistic income planning by coordinating social security strategies, self-funded pension plans, investment income integration and tax planning coordination. This maximizes the income potential of your retirement dollars.
Your Investment
Management Team
Legacy partners group partners with Redwood Financial Strategies to provide our clients with the best asset management possible in order to meet each clients individual retirement need.
Your Estate + Tax
Planning Team
Legacy Partners group partners with Nylen and Partners LLC in order to provide clients complete tax efficient legacy plan and keep your estate out of government control.